ESOP · DOL Form 5500 · 2024

California Medical Services, Inc. ESOP

Data updated 2026-08-25

$147K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$146,612
Avg per participant Above avg balance/head
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Official DOL plan name: California Medical Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by California Medical Services, Inc. · California · Administrative & Support Services

$147K in assets, 1 participants

California Medical Services, Inc.'s California Medical Services, Inc. Employee Stock Ownership Plan and Trust reported $147K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 8th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #861 in Administrative & Support Services (4,368 peers)

California Medical Services, Inc. multi-year trail

California Medical Services, Inc.'s plans moved +380.2% in assets from 2022 to 2024; this filing shows California Medical Services, Inc. Employee Stock Ownership Plan and Trust at $147K / 1 participant.

#861
in Administrative & Support Services (4,368 peers)
-95.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California Medical Services, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

California Medical Services, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$146,612 8th percentile higher than 8% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

California Medical Services, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Medical Services, Inc. Employee Stock Ownership Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Medical Services, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $4M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • California Medical Services, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $4M in the plan year 2023 filing to $147K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 943315828 · California Medical Services, Inc. PY 2024 · ESOP

California Medical Services, Inc. Employee Stock Ownership Plan and Trust · $147K · 1 · 8th

  • TYPE $147K
  • NET 1
  • BOOK 8th
  • VS-ST ESOP
  • BOY near Suburban K9 Employee Stock Ownership Plan
  • SCH ind #861

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in California →

California Medical Services, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

California Medical Services, Inc. Employee Stock Ownership Plan and TrustCalifornia Medical Services,…$147KSuburban K9 Employee Stock Ownership PlanSuburban K9 Employee Stock O…$146KSeal-Ryt Employee Stock Ownership Plan and TrustSeal-Ryt Employee Stock Owne…$145KMba Consulting Group Employee Stock Ownership PlanMba Consulting Group Employe…$149KCoiltron, Inc. Employee Stock Ownership PlanCoiltron, Inc. Employee Stoc…$149K
End-of-year total assets ($M) among California Medical Services, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California Medical Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All California Medical Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147K 380.15982183795114% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.03M $0.15M ▲ +400.0%
Year Plans Participants Total Assets
2022 1 1 $31K
2023 1 1 $4M
2024 1 1 $147K

California Medical Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$147K
Net Income-$3M
Employer EIN943315828
Plan Effective Date1998-12-14
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

California Medical Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants California Medical Services, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000146612 · Participants: 1California Medical Services, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
California Medical Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare California Medical Services, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

California Medical Services, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Suburban K9 Employee Stock Ownership Plan in TX ($146K); by covered participants it is Blazer Employee Stock Ownership Plan in CO (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did California Medical Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
California Medical Services, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 95.9% during 2024, from $4M to $147K. Reported net income was -$3M.
How have California Medical Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Medical Services, Inc.'s sponsor-wide assets grew 380.2%, from $31K to $147K.
Where does California Medical Services, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
California Medical Services, Inc. Employee Stock Ownership Plan and Trust ranks in the 8th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to California Medical Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Suburban K9 Employee Stock Ownership Plan in TX ($146K, 50 participants).
Which ESOP plans cover a similar participant headcount to California Medical Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Blazer Employee Stock Ownership Plan in CO (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943315828.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.